See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,122 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,432 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,921 | $73,638+52.0% | $95,952+16.6% | $73,488+52.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.97% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,155 | $1,863-38.0% | $2,541-54.6% | $2,270-49.1% |
| Participant deferral / active EE | $5,127 | $3,617+41.8% | $4,167+23.0% | $3,740+37.1% |
| Admin fee / account holder | $517 | $482+7.3% | $6,795-92.4% | $513+0.8% |